BWX Technologies Inc

BWX Technologies Inc(BWXT)股票分析

$137.200

+2.813 (+2.05%)收盤時

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最高
138.000
開盤
133.880
成交量加權均價
135.60
成交量
1.51M
市值
8.68B
最低
131.600
成交金額
204.82M
企業價值/稅息折舊攤銷前利潤(TTM)
24.77

BWX Technologies, Inc. is a specialty manufacturer of nuclear components, a developer of nuclear technologies and a service provider. The Company also provides special nuclear materials processing, environmental site restoration services, products, and services. Its Government Operations segment manufactures naval nuclear reactors, including related nuclear fuel, for the United States Naval Nuclear Propulsion Program for use in submarines and aircraft carriers. It also fabricates fuel-bearing precision components that range in weight from a few grams to hundreds of tons, manufactures electromechanical equipment, and performs design, manufacturing, inspection, assembly, and testing activities. The Company is also a provider of advanced specialty materials, fabrication, and high-strength alloy manufacturing. Its Commercial Operations segment designs and manufactures commercial nuclear steam generators, heat exchangers, pressure vessels, reactor components, and other auxiliary equipment.

AI 分析 of BWX Technologies Inc (BWXT)

買進

BWX Technologies Inc is a good buy right now due to its strong position in the nuclear energy sector and positive growth outlook. The current price is $143.83, with a forward P/E ratio of 26.95, indicating reasonable valuation compared to its growth potential. Additionally, the stock has shown a 5-day change of +6.65%, suggesting positive momentum. However, the main risk is the insider selling activity, which has increased by 785% over the last month, indicating potential concerns among insiders about the stock's future performance.

分析師評級(8)

上檔空間 +57.43%
買進
7 買進
1 持有
0 賣出
目前: 137.20
最低
195.00
平均
216.00
最高
230.00

Truist

2026-10-06

目標價

$182

持有

BofA

2026-09-30

目標價

$210

買進

Northland

2026-09-30

目標價

$220

優於大盤

Guggenheim

2026-09-15

目標價

$192

買進

Guggenheim

2026-09-14

目標價

$192

買進

估值指標

BWX Technologies Inc(BWXT)目前預期本益比為 26.95,5 年平均預期本益比為 29.29。

預期本益比

合理
5 年均值 P/E
29.29
目前P/E
26.95
高估
39.81
低估
18.77

預期 EV/EBITDA

合理
5 年均值 EV/EBITDA
18.33
目前EV/EBITDA
24.77
高估
26.33
低估
10.33

預期股價營收比

合理
5 年均值 P/S
3.18
目前P/S
2.94
高估
4.12
低估
2.25

Alphio AI 對 BWXT 的價格情境

情境價格取自當年最後一個月度預測區間。機率為固定的模型權重(25 / 50 / 25),不構成保證。

樂

樂觀

樂觀 · 25%BWXT

$155.74

情境價格

基

基準

基準 · 50%BWXT

$119.35

情境價格

悲

悲觀

悲觀 · 25%BWXT

$117.83

情境價格

持有 BWXT 的大戶

W

William Blair Investment Management, LLC

+ 持有BWXT

+7.07%

3個月報酬率

A

ATB Investment Management Inc.

+ 持有BWXT

+5.57%

3個月報酬率

C

Cary Street Partners Investment Advisory LLC

+ 持有BWXT

+4.91%

3個月報酬率

S

Snyder Capital Management, L.P.

+ 持有BWXT

+4.53%

3個月報酬率

C

Covea Finance S.A.S.

+ 持有BWXT

+3.52%

3個月報酬率

T

Tremblant Capital Group

+ 持有BWXT

+1.87%

3個月報酬率

事件時間軸

2026-10-01 (ET)

08:30:00

BWX Technologies Awarded Contract Worth Approximately $189M

2026-09-29 (ET)

17:00:00

Major Averages Decline as 30-Year Bond Yield Hits Highest Level Since 2002

12:00:00

Major Averages Dip as 30-Year Bond Yield Hits Highest Level Since 2002

10:00:00

Sees 2030 Adjusted EBITDA at $1.1B-$1.2B

資訊

BWXT 常見問題 —— 由 Alphio AI 解答

BWX Technologies, Inc. is a specialty manufacturer of nuclear components, a developer of nuclear technologies and a service provider. The Company also provides special nuclear materials processing, environmental site restoration services, products, and services. Its Government Operations segment manufactures naval nuclear reactors, including related nuclear fuel, for the United States Naval Nuclear Propulsion Program for use in submarines and aircraft carriers. It also fabricates fuel-bearing precision components that range in weight from a few grams to hundreds of tons, manufactures electromechanical equipment, and performs design, manufacturing, inspection, assembly, and testing activities. The Company is also a provider of advanced specialty materials, fabrication, and high-strength alloy manufacturing. Its Commercial Operations segment designs and manufactures commercial nuclear steam generators, heat exchangers, pressure vessels, reactor components, and other auxiliary equipment. It operates in the Industrials sector (ENGINES & TURBINES industry).

BWX Technologies Inc is a good buy right now due to its strong position in the nuclear energy sector and positive growth outlook. The current price is $143.83, with a forward P/E ratio of 26.95, indicating reasonable valuation compared to its growth potential. Additionally, the stock has shown a 5-day change of +6.65%, suggesting positive momentum. However, the main risk is the insider selling activity, which has increased by 785% over the last month, indicating potential concerns among insiders about the stock's future performance.

8 analysts cover BWXT: 7 rate it Buy, 1 Hold and 0 Sell. The average price target is 216.00.

DarkRelay2026/9/19

This nine-month-old post is now even more interesting. Yesterday's announcement said that the US would "immediately begin" building its own "large military presence." (Note it did not say immediately begin rare earth mining.) Today I would add $AVAV for laser components and $NOC for space integration roles. And $OKLO maybe rather than NNE. btw Serco Group plc (SRP.L) already has a power modernization contract for Pituffik Space Base (formerly known as Thule Air Base). $RTX $BWXT

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